Evercore Wealth Management, LLC Top Holdings and 13F Report (2026) About Evercore Wealth Management, LLCInvestment ActivityEvercore Wealth Management, LLC has $6.36 billion in total holdings as of March 31, 2026.Evercore Wealth Management, LLC owns shares of 418 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 4.85% of the portfolio was sold this quarter.This quarter, Evercore Wealth Management, LLC has purchased 420 new stocks and bought additional shares in 53 stocks.Evercore Wealth Management, LLC sold shares of 190 stocks and completely divested from 21 stocks this quarter.Largest Holdings Apple $381,785,920NVIDIA $380,702,818Microsoft $290,287,521Alphabet $254,566,735Amazon.com $233,717,887 Largest New Holdings this Quarter 92892B103 - VOYAGER TECHNOLOGIES INC $1,485,125 Holding91913Y100 - Valero Energy $280,683 Holding35671D857 - Freeport-McMoRan $267,038 Holding74340W103 - Prologis $266,211 HoldingG0593M107 - AstraZeneca $252,047 Holding Largest Purchases this Quarter Spotify Technology 150,896 shares (about $73.17M)Vanguard FTSE All-World ex-US ETF 217,918 shares (about $16.37M)SharkNinja 132,749 shares (about $14.06M)Vanguard S&P 500 ETF 16,815 shares (about $10.05M)Progressive 40,117 shares (about $7.95M) Largest Sales this Quarter CDW 446,393 shares (about $54.02M)Comfort Systems USA 20,929 shares (about $28.86M)Alphabet 65,578 shares (about $18.81M)Apple 72,216 shares (about $18.33M)JPMorgan Chase & Co. 54,861 shares (about $16.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvercore Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$381,785,920$18,327,698 â–¼-4.6%1,504,3386.0%Computer and TechnologyNVDANVIDIA$380,702,818$14,295,917 â–¼-3.6%2,182,9296.0%Computer and TechnologyMSFTMicrosoft$290,287,521$10,117,481 â–¼-3.4%784,2014.6%Computer and TechnologyGOOGAlphabet$254,566,735$18,811,705 â–¼-6.9%887,4254.0%Computer and TechnologyAMZNAmazon.com$233,717,887$4,704,195 â–¼-2.0%1,122,1873.7%Retail/WholesaleGOOGLAlphabet$205,320,198$10,743,245 â–¼-5.0%714,0083.2%Computer and TechnologyMAMastercard$195,897,699$3,556,080 â–¼-1.8%392,0623.1%Business ServicesMSMorgan Stanley$193,763,566$6,452,625 â–¼-3.2%1,177,3933.0%FinanceFIXComfort Systems USA$185,209,389$28,860,882 â–¼-13.5%134,3082.9%ConstructionAZOAutoZone$173,702,336$1,810,490 â–¼-1.0%51,4252.7%Retail/WholesaleWMBWilliams Companies$172,534,742$6,435,135 â–¼-3.6%2,370,6342.7%EnergyJPMJPMorgan Chase & Co.$156,532,284$16,137,916 â–¼-9.3%532,1332.5%FinanceBXBlackstone$154,738,018$3,285,609 â–²2.2%1,345,6652.4%FinanceHDHome Depot$142,145,983$2,670,259 â–¼-1.8%432,1992.2%Retail/WholesaleCBChubb$137,076,380$2,902,733 â–¼-2.1%420,5702.2%FinanceCBRECBRE Group$133,709,992$1,343,628 â–¼-1.0%987,0812.1%FinanceTMOThermo Fisher Scientific$131,117,101$3,933,223 â–¼-2.9%266,7532.1%MedicalBRK.BBerkshire Hathaway$123,469,714$4,211,689 â–¼-3.3%257,6581.9%FinanceVIKING HOLDINGS LTD$122,874,431$1,062,888 â–²0.9%1,672,2161.9%ORD SHSBLACKROCK INC$102,104,751$2,305,219 â–¼-2.2%106,1701.6%COMCOSTCostco Wholesale$99,761,575$1,113,012 â–¼-1.1%100,1191.6%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$93,477,592$1,122,967 â–²1.2%1,046,4301.5%FinanceUBERUber Technologies$83,153,381$4,922,386 â–²6.3%1,156,0321.3%Computer and TechnologyEOGEOG Resources$79,398,278$441,083 â–¼-0.6%549,2031.2%EnergyGNRCGenerac$75,426,484$1,731,796 â–¼-2.2%386,1491.2%IndustrialsSPYSPDR S&P 500 ETF Trust$75,227,735$568,399 â–¼-0.7%115,6741.2%FinanceVOOVanguard S&P 500 ETF$74,971,013$10,047,803 â–²15.5%125,4641.2%ETFSPOTSpotify Technology$73,406,646$73,170,980 â–²31,048.6%151,3821.2%Computer and TechnologySNSharkNinja$70,996,524$14,058,119 â–²24.7%670,4111.1%Retail/WholesaleBLDRBuilders FirstSource$66,087,773$1,374,911 â–¼-2.0%802,7181.0%Retail/WholesalePGRProgressive$62,915,429$7,952,794 â–²14.5%317,3701.0%FinanceAMTAmerican Tower$59,738,566$1,961,544 â–¼-3.2%346,1500.9%FinanceARCCAres Capital$56,240,564$3,291,371 â–²6.2%3,121,0080.9%FinanceIAUiShares Gold Trust$54,714,917$448,470 â–¼-0.8%620,6320.9%FinanceCROXCrocs$52,978,964$10,544 â–¼0.0%638,1470.8%Consumer DiscretionaryIVViShares Core S&P 500 ETF$52,217,981$869,418 â–²1.7%79,9410.8%ETFADBEAdobe$49,314,369$1,886,301 â–¼-3.7%202,8730.8%Computer and TechnologyDXJWisdomTree Japan Hedged Equity Fund$48,783,014$2,848,573 â–²6.2%307,6240.8%FinanceMELIMercadoLibre$45,993,661$5,173,228 â–²12.7%26,6010.7%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$45,147,400$16,365,636 â–²56.9%601,1640.7%ETFTJXTJX Companies$43,427,220$5,453,276 â–¼-11.2%271,9300.7%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$39,064,504$3,322,607 â–²9.3%775,5510.6%ETFGLDMSPDR Gold MiniShares Trust$36,600,408$3,797,602 â–²11.6%394,8690.6%FinanceJNJJohnson & Johnson$32,540,342$5,670,275 â–¼-14.8%133,1220.5%MedicalGLDSPDR Gold Shares$31,122,876$647,156 â–¼-2.0%72,3300.5%FinanceSHWSherwin-Williams$30,606,755$1,069,355 â–¼-3.4%95,4820.5%Basic MaterialsCVXChevron$29,898,036$1,954,167 â–¼-6.1%144,5050.5%EnergyIWFiShares Russell 1000 Growth ETF$25,474,072$824,660 â–¼-3.1%59,7420.4%ETFLLYEli Lilly and Company$24,883,457$7,166,848 â–¼-22.4%27,0540.4%MedicalUNHUnitedHealth Group$22,908,149$6,318,276 â–¼-21.6%84,6600.4%MedicalACNAccenture$19,230,362$7,100,963 â–¼-27.0%96,9810.3%Computer and TechnologyABBVAbbVie$17,807,864$439,547 â–¼-2.4%81,8790.3%MedicalEFAiShares MSCI EAFE ETF$17,408,852$123,258 â–¼-0.7%179,2320.3%FinanceNEENextEra Energy$16,240,718$203,314 â–²1.3%174,8570.3%UtilitiesVEAVanguard FTSE Developed Markets ETF$15,395,448$1,364,517 â–²9.7%240,2540.2%ETFIBMInternational Business Machines$15,222,358$1,259,460 â–²9.0%62,8010.2%Computer and TechnologyCSCOCisco Systems$13,596,018$549,415 â–¼-3.9%175,2290.2%Computer and TechnologyTSLATesla$13,424,264$120,819 â–¼-0.9%36,1110.2%Auto/Tires/TrucksPEPPepsiCo$12,997,152$1,336,581 â–¼-9.3%83,6960.2%Consumer StaplesXOMExxonMobil$12,827,144$974,527 â–¼-7.1%75,6050.2%EnergyROPER TECHNOLOGIES INC$12,630,325$1,124,567 â–¼-8.2%35,6930.2%COMMCKMcKesson$12,121,098$112,497 â–¼-0.9%14,0070.2%MedicalVWOVanguard FTSE Emerging Markets ETF$11,283,694$3,604,000 â–²46.9%208,7640.2%ETFRSPInvesco S&P 500 Equal Weight ETF$11,231,158$1,346,319 â–²13.6%58,5200.2%ETFIWBiShares Russell 1000 ETF$11,229,857$6,198,795 â–²123.2%31,4950.2%ETFVGKVanguard FTSE Europe ETF$11,144,041$5,200,509 â–²87.5%135,1940.2%ETFADPAutomatic Data Processing$11,059,494$116,016 â–¼-1.0%54,4320.2%Computer and TechnologyMRKMerck & Co., Inc.$11,042,260$156,738 â–¼-1.4%91,7970.2%MedicalMCDMcDonald's$10,812,695$1,000,122 â–¼-8.5%34,7910.2%Retail/WholesaleRTXRTX$10,628,983$1,774,873 â–¼-14.3%55,1010.2%AerospaceKOCocaCola$10,225,074$30,724 â–¼-0.3%134,4520.2%Consumer StaplesVVisa$10,158,572$406,512 â–¼-3.8%33,6110.2%Business ServicesAVGOBroadcom$9,868,727$192,825 â–¼-1.9%31,8850.2%Computer and TechnologySYKStryker$9,867,229$32,859 â–¼-0.3%30,0290.2%MedicalIJHiShares Core S&P Mid-Cap ETF$9,806,841$478,653 â–¼-4.7%145,2220.2%ETFWALMART INC$9,725,904$131,985 â–¼-1.3%78,2580.2%COMIWMiShares Russell 2000 ETF$9,654,392$37,200 â–¼-0.4%38,9290.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$9,491,669$104,846 â–¼-1.1%15,3900.1%ETFABTAbbott Laboratories$9,016,787$1,035,530 â–¼-10.3%87,8230.1%MedicalPGProcter & Gamble$8,916,414$789,797 â–¼-8.1%61,7310.1%Consumer StaplesORCLOracle$8,827,049$195,068 â–¼-2.2%60,0030.1%Computer and TechnologyJBLJabil$8,711,601$808,578 â–¼-8.5%32,7960.1%Computer and TechnologyEPDEnterprise Products Partners$8,323,362$131,267 â–²1.6%219,9620.1%EnergyAMATApplied Materials$8,011,899$177,731 â–¼-2.2%23,4410.1%Computer and TechnologyBRK.ABerkshire Hathaway$7,899,5400.0%110.1%FinanceXLKTechnology Select Sector SPDR Fund$7,817,709$638,452 â–¼-7.6%58,8240.1%ETFTXNTexas Instruments$7,760,164$569,607 â–¼-6.8%39,9720.1%Computer and TechnologyMPLXMplx$7,536,2650.0%132,0530.1%EnergyLOWLowe's Companies$7,507,089$112,942 â–¼-1.5%31,7720.1%Retail/WholesaleAPHAmphenol$7,051,088$696,315 â–¼-9.0%55,8060.1%Computer and TechnologyCATCaterpillar$6,297,501$47,467 â–¼-0.7%8,8890.1%IndustrialsXLVHealth Care Select Sector SPDR Fund$6,293,967$556,385 â–¼-8.1%42,9300.1%ETFAMGNAmgen$6,263,282$36,944 â–¼-0.6%17,8010.1%MedicalIVWiShares S&P 500 Growth ETF$6,175,2400.0%54,5950.1%ETFVTIVanguard Total Stock Market ETF$6,000,424$321 â–²0.0%18,7040.1%ETFVBVanguard Small-Cap ETF$5,951,084$524 â–¼0.0%22,7210.1%ETFISHARES BITCOIN TRUST ETF$5,794,927$1,098,005 â–²23.4%150,8310.1%SHS BEN INTITWIllinois Tool Works$5,581,138$1,301 â–¼0.0%21,4420.1%IndustrialsQQQInvesco QQQ$5,542,660$481,368 â–²9.5%9,6030.1%FinanceECLEcolab$5,513,264$22,878 â–¼-0.4%20,7250.1%Basic MaterialsShowing largest 100 holdings. 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